Wealth Management Questionnaire
A wealth management questionnaire is filled out by potential investors. The information gained from this questionnaire is to help the party that is going to help potential investors make appropriate investment. This is by gaining insight into various preferences of the investor for better financial needs.
Sample Wealth Management Questionnaire
Name: _____________________________________________________________
Date of Birth: ___________________________________________________________
Email: __________________________________________________________________
P.O Box _____________________ Telephone ________________________________
Financial Information
Your present income: * Under 100,000 * Under 500,000 * under1 Million *Under 5 million * Over 5 million
Your spouse’s income (if any) * Under 500,000 * Under 1 million * under 3 Million *Under 5 million * Over 5 million
Total assets: * Under 500,000 * Under 1 million * under 3 Million *Under
5 million * Over 5 million
Life insurance $ ______________________________
Present finances
* Life insurance * Cash * Jewellery * Mutual funds
* Real estate * Pension *Bonds
Investment detail
Proposed amount to be invested: ______________________________
Preferred currency *USD *EUR * GBP
In which form is your proposed investment currently in?
* cash * other investment * other
Do you have an investment advisor?
* Yes * No
Would you like to receive regular updates on your investment? * Yes *No
Can a company official call you? * Yes * No
Risk profile
* I can take high risk
* I prefer average risk
* I want no risk at all
What is your goal for investing? ________________________________________
Are there any further details you would like to discuss? ___________________________
Other information you want to provide: ________________________________________________________________________
________________________________________________________________________
Category: Management Questionnaire